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Benjamin F. Edwards & Company’s iShares MSCI Germany ETF EWG Stock Holding History

Benjamin F. Edwards & Company’s Portfolio EWG Stock Details EWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$22K Sell
704
-1,750
-71% -$54.7K ﹤0.01% 1522
2024
Q1 		$78K Sell
2,454
-201
-8% -$6.02K ﹤0.01% 1168
2023
Q4 		$79K Sell
2,655
-361
-12% -$9.85K ﹤0.01% 1138
2023
Q3 		$79K Hold
3,016
– – ﹤0.01% 948
2023
Q2 		$86K Buy
3,016
+388
+15% +$11.1K ﹤0.01% 941
2023
Q1 		$75K Buy
+2,628
New +$72.4K ﹤0.01% 991
2022
Q4 		– Sell
-3,829
Closed -$76K – 1852
2022
Q3 		$76K Buy
3,829
+302
+9% +$6.74K ﹤0.01% 946
2022
Q2 		$81K Buy
3,527
+1
+0% +$26 ﹤0.01% 925
2022
Q1 		$100K Sell
3,526
-526
-13% -$16K ﹤0.01% 866
2021
Q4 		$133K Sell
4,052
-650
-14% -$21.6K 0.01% 813
2021
Q3 		$155K Buy
4,702
+373
+9% +$12.9K 0.01% 740
2021
Q2 		$150K Sell
4,329
-751
-15% -$26.4K 0.01% 730
2021
Q1 		$170K Buy
5,080
+388
+8% +$12.7K 0.01% 714
2020
Q4 		$149K Sell
4,692
-1,527
-25% -$45.8K 0.01% 718
2020
Q3 		$181K Sell
6,219
-1,552
-20% -$45.5K 0.01% 611
2020
Q2 		$211K Buy
+7,771
New +$191K 0.02% 561
2016
Q4 		– Sell
-28,670
Closed -$753K – 1248
2016
Q3 		$753K Sell
28,670
-2,235
-7% -$57.3K 0.13% 166
2016
Q2 		$743K Buy
+30,905
New +$789K 0.14% 159

Other funds holding EWG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Benjamin F. Edwards & Company's EWG Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its iShares MSCI Germany ETF (EWG) stake by 71% in Q2 2024, selling an estimated $54.7K and leaving 704 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Benjamin F. Edwards & Company first reported a position in EWG in Q2 2016 and has held it in 18 quarters since. The position peaked at $753K in Q3 2016. 172 funds tracked by Wall St. Rank hold EWG as of Q2 2024.

  • Benjamin F. Edwards & Company held 704 shares of iShares MSCI Germany ETF worth $22K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 1,750 iShares MSCI Germany ETF shares in Q2 2024, an estimated $54.7K.
  • iShares MSCI Germany ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1522 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares MSCI Germany ETF in Q2 2016 and has held it in 18 quarters since.
  • Benjamin F. Edwards & Company's iShares MSCI Germany ETF position peaked at $753K in Q3 2016.
  • 172 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.